# Quotation

## Create and Manage Quotation

You can add a quotation to the opportunity

To add quotation

Go to **Sales** and click on **Opportunity**  

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FzybOE7PHKxGXGKF1WS2T%2F0.png?alt=media)

Click on the opportunity title to see all the **details**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FfI1VdRitdIPPFaGGhD2P%2F1.png?alt=media)

Inside the details page, click on the **other** tab

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FJzi0lj0cGN5epbLuXuqH%2F2.png?alt=media)

On this page, click on **+Quotation** to add quotation details

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FEX1mPlzmMQXey3BuijpE%2F3.png?alt=media)

Add all the details and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FcVBQlIfQVcamRJwh6ctS%2F4.png?alt=media)

Your quotation will get added in **Quotation Details**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F95EZzCnymxorw92Bj6Yk%2F5.png?alt=media)

## View Quotation

To view the Quotation

Go to **Opportunity** **Details**

Click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FFw0BrRMrVwenofZfHzSD%2F6.png?alt=media) in **quotation details** for the quotation that you would like to view and click the **View** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FlCQbtECh75c4Vfu5grgj%2F7.png?alt=media)

You can see all the details of your quotation. Here you can **Download/Print** **quotation details** and share on **WhatsApp**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F3pbgrLnknxXAuHvcX9JC%2F8.png?alt=media)

## Edit Quotation

To view the Quotation

Go to **Opportunity** **Details**

Click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fx75zWLWDopbgx5RauSzb%2F9.png?alt=media) in quotation details for the quotation which you would like to edit and click the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FO4lwsmdHjAGwc2hLgEbB%2F10.png?alt=media)

Add all the details and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FcXXDfB9lV8742XPx6pMo%2F11.png?alt=media)

## Delete Quotation

To delete the Quotation

 Click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FQiJRmB8yK9ucuvUGGQYB%2F12.png?alt=media) in quotation details for the quotation that you would like to delete and click the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FJe97zqAlnDVlADRtPMTp%2F13.png?alt=media)

Give your confirmation in the popup and the record will be deleted

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fft0gYmDLF4QENysJW1jG%2F14.png?alt=media" alt=""><figcaption></figcaption></figure>